Ryan Murphy

Advisor at Edward Jones

Updated today

Location

Benton, KY 42025

Credentials

Series 66

Industry experience

9 years

About

Ryan Murphy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at Microsoft for one year and has been involved with Alexander & James Tea Co. for over a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with both discretionary and non-discretionary strategies.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

116 E 12 Th Street

Benton, KY 42025

Most active in

Kentucky · Texas

Work history

Edward Jones

2016 - Present (10 years)

Microsoft

2015 - 2016 (1 year)

Alexander & James Tea Co.

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chase B

Series 66

Benton, KY

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Chase Buchanan is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. Outside of his advisory role, Buchanan serves on the board of directors for the Kentucky Lake Chamber of Commerce. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at Community Financial Services Bank, INVEST Financial Corp., and Paducah Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kayla B

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Riley S

Series 66

Benton, KY

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Riley Solomon is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments and Community Financial Services Bank. Outside of his advisory role, Riley serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse investment strategies supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeffrey T

Series 63, Series 66

Benton, KY

Edward Jones

Jeffrey Thompson is a financial advisor with Edward Jones in Benton, KY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a national network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Thomas S

Series 66

Benton, KY

Edward Jones

Thomas Simpson is a Series 66-licensed financial advisor with Edward Jones, based in Benton, KY, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Securian Financial Services, Regions Bank, and other firms. Outside of his advisory role, he has experience managing a restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
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